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Coping With The IRA Raid

Inheritors of individual retirement accounts (IRAs) who don't enjoy the tax-favored status of a surviving spouse can face steep income and estate tax bills. Many estate planners are aware of the tax raid that can fell large IRAs. It has become a tax planning article of faith that IRAs, especially large ones, are not worth much to those who inherit them. Life insurance is often proposed to fight the
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Inheritors of individual retirement accounts (IRAs) who don't enjoy the tax-favored status of a surviving spouse can face steep income and estate tax bills. Many estate planners are aware of the tax raid that can fell large IRAs. It has become a tax planning article of faith that IRAs, especially large ones, are not worth much to those who inherit them.

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